IYF vs KNG
Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF (KNG, ETF).
5-Year PerformanceIYF has outperformed KNG, delivering a return of +10.9% compared to +4.8%
IYF vs KNG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYF
$3.40B
KNG
$3.40B
Expense Ratio
Winner
IYF
0.38%
KNG
0.74%
Max Drawdown
IYF
80.22%
Winner
KNG
35.12%
Sharpe Ratio
IYF
0.45
Winner
KNG
0.49
5Y Beta
IYF
0.85
Winner
KNG
0.47
P/E Ratio
Winner
IYF
15.05
KNG
25.57
Forward P/E
Winner
IYF
13.96
KNG
18.16
PEG Ratio
Winner
IYF
0.33
KNG
4.37
5Y Dividends CAGR
IYF
14.72%
Winner
KNG
20.34%
5Y EPS CAGR
Winner
IYF
10.75%
KNG
6.76%
Debt to Equity
IYF
44.41%
Winner
KNG
6.07%
P/S Ratio
IYF
2.91
Winner
KNG
1.79
P/B Ratio
Winner
IYF
1.96
KNG
3.44
IYF vs KNG - Holdings Comparison
IYF and KNG have 9 common holdings. Overlap is 4.98%
IYF's top 25 holdings weight is 69.02%. KNG's top 25 holdings weight is 38.76%.
| Rank | IYF | KNG |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.79% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.67% |
| #2 | JPMORGAN CHASE & CO (JPM) - 10.72% | CATERPILLAR INC (CAT) - 1.66% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.69% | WEST PHARMACEUTICAL SERVICES INC (WST) - 1.66% |
| #4 | THE GOLDMAN SACHS GROUP INC (GS) - 4.18% | FRANKLIN RESOURCES INC (BEN) - 1.65% |
| #5 | WELLS FARGO & CO (WFC) - 3.86% | NUCOR CORP (NUE) - 1.64% |
| #6 | CITIGROUP INC (C) - 3.61% | GENERAL DYNAMICS CORP (GD) - 1.58% |
| #7 | MORGAN STANLEY (MS) - 3.50% | NEXTERA ENERGY INC (NEE) - 1.57% |
| #8 | BLACKROCK INC (BLK) - 2.61% | COLGATE-PALMOLIVE CO (CL) - 1.55% |
| #9 | CHARLES SCHWAB CORP (SCHW) - 2.51% | COCA-COLA CO (KO) - 1.55% |
| #10 | S&P GLOBAL INC (SPGI) - 2.09% | ESSEX PROPERTY TRUST INC (ESS) - 1.55% |
| #11 | CHUBB LTD (CB) - 1.92% | T. ROWE PRICE GROUP INC (TROW) - 1.55% |
| #12 | PROGRESSIVE CORP (PGR) - 1.89% | EXXON MOBIL CORP (XOM) - 1.54% |
| #13 | CME GROUP INC CLASS A (CME) - 1.68% | CHEVRON CORP (CVX) - 1.53% |
| #14 | BANK OF NEW YORK MELLON CORP (BK) - 1.49% | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.53% |
| #15 | BLACKSTONE INC (BX) - 1.48% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% |
| #16 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.44% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.52% |
| #17 | U.S. BANCORP (USB) - 1.42% | EVERSOURCE ENERGY (ES) - 1.52% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% | ATMOS ENERGY CORP (ATO) - 1.51% |
| #19 | MARSH (MRSH) - 1.32% | PROCTER & GAMBLE CO (PG) - 1.50% |
| #20 | MOODYS CORP (MCO) - 1.15% | STANLEY BLACK & DECKER INC (SWK) - 1.50% |
| #21 | KKR & CO INC ORDINARY SHARES (KKR) - 1.13% | CONSOLIDATED EDISON INC (ED) - 1.49% |
| #22 | AON PLC CLASS A (AON) - 1.08% | DOVER CORP (DOV) - 1.49% |
| #23 | THE TRAVELERS COMPANIES INC (TRV) - 1.07% | n/a (EXPD) - 1.49% |
| #24 | TRUIST FINANCIAL CORP (TFC) - 1.03% | JM SMUCKER CO (SJM) - 1.49% |
| #25 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.95% | LINDE PLC (LIN) - 1.49% |
| Total Holdings | 146 | 140 |
IYF vs KNG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYF
-0.42%
KNG
-0.93%
3M
Winner
IYF
+0.23%
KNG
-5.05%
6M
IYF
-1.71%
Winner
KNG
+3.08%
1Y
Winner
IYF
+7.88%
KNG
+6.91%
5Y(CAGR)
Winner
IYF
+10.92%
KNG
+4.82%
10Y(CAGR)
Winner
IYF
+12.88%
KNG
+8.42%
Max(CAGR)
IYF
+5.82%
Winner
KNG
+8.42%
IYF vs KNG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYF | KNG |
|---|---|---|
| 2026 | -4.66% | +1.38% |
| 2025 | +18.38% | +7.22% |
| 2024 | +30.95% | +5.75% |
| 2023 | +14.95% | +7.33% |
| 2022 | -12.21% | -6.60% |
| 2021 | +33.66% | +26.60% |
| 2020 | -1.55% | +7.48% |
| 2019 | +31.73% | +26.75% |
| 2018 | -9.17% | -0.85% |
| 2017 | +18.69% | N/A |
| 2016 | +19.25% | N/A |
| 2015 | -0.53% | N/A |
| 2014 | +14.81% | N/A |
| 2013 | +29.91% | N/A |
| 2012 | +23.10% | N/A |
| 2011 | -14.90% | N/A |
| 2010 | +10.48% | N/A |
| 2009 | +16.13% | N/A |
| 2008 | -49.28% | N/A |
| 2007 | -18.33% | N/A |
| 2006 | +16.82% | N/A |
| 2005 | +6.37% | N/A |
| 2004 | +13.16% | N/A |
| 2003 | +27.24% | N/A |
| 2002 | -12.90% | N/A |
| 2001 | -3.55% | N/A |
| 2000 | -2.24% | N/A |
IYF vs KNG Drawdown Comparison
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The maximum drawdown for KNG was -35.12%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The current IYF drawdown is -7.06%. The current KNG drawdown is -6.27%.
| Rank | IYF | KNG |
|---|---|---|
| #1 | -79.08% Jun 4, 2007 - Dec 7, 2016 | -35.12% Jan 17, 2020 - Oct 12, 2020 |
| #2 | -42.57% Feb 14, 2020 - Feb 12, 2021 | -18.22% Jan 4, 2022 - Jul 24, 2023 |
| #3 | -33.32% May 26, 2000 - Nov 3, 2003 | -14.99% Sep 21, 2018 - Mar 29, 2019 |
| #4 | -25.05% Jan 12, 2022 - Jan 30, 2024 | -14.23% Nov 29, 2024 - Dec 15, 2025 |
| #5 | -19.88% Sep 20, 2018 - Apr 26, 2019 | -11.98% Jul 26, 2023 - Feb 22, 2024 |
| #6 | -16.60% Feb 18, 2025 - Jun 24, 2025 | -8.61% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -13.88% Jan 6, 2026 - Mar 27, 2026 | -7.05% Oct 12, 2020 - Nov 9, 2020 |
| #8 | -11.23% Mar 5, 2004 - Nov 11, 2004 | -6.19% Aug 16, 2021 - Nov 2, 2021 |
| #9 | -9.40% Jan 26, 2018 - Sep 20, 2018 | -5.40% Apr 30, 2019 - Jun 13, 2019 |
| #10 | -9.18% Dec 30, 2004 - Jul 12, 2005 | -5.12% Jul 26, 2019 - Sep 5, 2019 |
| #11 | -8.50% Nov 29, 2024 - Jan 30, 2025 | -5.04% May 10, 2021 - Aug 3, 2021 |
| #12 | -8.35% Feb 20, 2007 - Jun 1, 2007 | -5.02% Nov 16, 2021 - Dec 13, 2021 |
| #13 | -7.76% Jul 30, 2024 - Aug 23, 2024 | -4.81% Mar 28, 2024 - Jul 29, 2024 |
| #14 | -7.64% May 5, 2006 - Sep 13, 2006 | -4.35% Jan 12, 2021 - Feb 23, 2021 |
| #15 | -7.35% Nov 3, 2021 - Jan 7, 2022 | -4.10% Apr 17, 2018 - May 15, 2018 |
Correlation
Correlation between IYF and KNG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2000 - 2026)
IYF vs KNG dividend yield comparison.
| Year | IYF | KNG |
|---|---|---|
| 2026 | 0.47% | 2.93% |
| 2025 | 1.32% | 8.61% |
| 2024 | 1.29% | 9.08% |
| 2023 | 1.67% | 5.91% |
| 2022 | 1.86% | 4.00% |
| 2021 | 1.27% | 3.45% |
| 2020 | 1.72% | 3.62% |
| 2019 | 1.65% | 4.09% |
| 2018 | 1.90% | 3.46% |
| 2017 | 1.46% | 0.00% |
| 2016 | 1.67% | 0.00% |
| 2015 | 1.66% | 0.00% |
| 2014 | 1.38% | 0.00% |
| 2013 | 1.33% | 0.00% |
| 2012 | 1.67% | 0.00% |
| 2011 | 1.68% | 0.00% |
| 2010 | 1.04% | 0.00% |
| 2009 | 1.71% | 0.00% |
| 2008 | 4.64% | 0.00% |
| 2007 | 2.75% | 0.00% |
| 2006 | 1.86% | 0.00% |
| 2005 | 2.03% | 0.00% |
| 2004 | 1.75% | 0.00% |
| 2003 | 1.66% | 0.00% |
| 2002 | 1.75% | 0.00% |
| 2001 | 1.29% | 0.00% |
| 2000 | 2.11% | 0.00% |
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